Industry

Decorative pattern

Hedge fund course gathers steam

(September 21, 2004) Jules Lalonde realized he needed to get up to speed on hedge funds when a client approached the Sudbury, Ont.-based advisor about adding the product to his portfolio. After doing some research on a topic he concedes he knew little about and had dismissed as a fad, Lalonde found out about the […]

By Heidi Staseson |September 21, 2004

3 min read

Decorative pattern

Fund probe zeroes in on four firms

(September 21, 2004) The Ontario Securities Commission (OSC) has warned four mutual fund companies that they could face enforcement proceedings as a result of the regulator’s ongoing probe into trading practices in the fund industry. Notice was served to the four companies after the market closed on Monday. In a release issued Tuesday morning, the […]

By Staff |September 21, 2004

4 min read

Decorative pattern

Briefly:

(September 24, 2004) The MFDA has been forced to appoint a new chair after Investors Group’s Terrence Wright resigned. The new chair, Robert Wright, is deputy chair of Teck Cominco, as well as a securities lawyer and former chair of the Ontario Securities Commission. He has served on the MFDA board since its inception in […]

By Staff |September 20, 2004

9 min read

Decorative pattern

Change tax structure, urges C.D. Howe boss

(September 20, 2004) Our tax structure badly needs revamping, and removal of the tax on investment income would be a good start, according to the president of the C.D. Howe Institute. Jack Mintz made the assertion Monday in a speech to the Economic Club of Toronto, while unveiling a “Tax Competitiveness Centre” on the institute’s […]

By Glenn Wilkins |September 20, 2004

3 min read

Decorative pattern

Spousal loan tax break to shrink

(September 20, 2004) Clients looking to split their income with a spouse should act quickly and get their loan in place quickly, according to tax experts. That’s because the cost of such a loan is set to rise October 1. Spousal investment loans are a method of income splitting between spouses (or equivalent) in different […]

By Steven Lamb |September 20, 2004

2 min read

Decorative pattern

Golombek offers tips for a

They are averse to risks involved in beating 6.00%. They will lose group life and health benefits tied to the pension. They may lose ad hoc inflation adjustments that aren’t reflected in the commuted value. The client is in a plan with a big surplus, since they are now entitled to a portion of this […]

By Steven Lamb |September 17, 2004

5 min read

Decorative pattern

Bring pensions into public policy debate

(September 17, 2004) The search for solutions to problems plaguing Canada’s pension system was the focus of the 2004 conference of the Association of Canadian Pension Management (ACPM) this week in Vancouver. A number of speakers said establishing pensions as a public policy issue could play an influential role in the search for answers. With […]

By Jim MacDonald |September 17, 2004

4 min read

Decorative pattern

Markets ignoring solid economic performance, report says

(September 16, 2004) The stock market’s tepid performance this year is something of a puzzle, considering the relatively strong performance of both the Canadian and U.S. economies, says TD Bank Financial Group in its latest quarterly forecast. Since 2001, the Canadian economy has averaged annual real GDP growth of 2.9%, while the U.S. has fared […]

By Doug Watt |September 16, 2004

2 min read

Decorative pattern

Safest looking route not always best

(September 16, 2004) Investors can be a skittish lot, shying away from the investments they really need as an over-reaction to market fluctuations. Many felt like they fell off a mountain in 2000-2001 and are still not willing to give stocks a chance, even though all evidence points to equities as the surest road to […]

By Steven Lamb |September 16, 2004

4 min read

Decorative pattern

Advisor of the Year Award winners unveiled!

(September 15, 2004) Advisor.ca, Advisor’s Edge and Objectif Conseiller are proud to announce the winners of the Advisor of the Year Awards for 2004. It was tough work trying to narrow down the field, but the judges have now spoken! This year’s winners of the sixth annual competition are Derek Moran of Macdonald, Shymko Consulting […]

By Steven Lamb |September 15, 2004

3 min read

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